WisdomTree US Efficient Core Fund
NTSX
26 hedge funds and large institutions have $272M invested in WisdomTree US Efficient Core Fund in 2020 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 12 increasing their positions, 1 reducing their positions, and 2 closing their positions.
1,100% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 1
500% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 2
63% more funds holding
Funds holding: 16 → 26 (+10)
54% more capital invested
Capital invested by funds: $177M → $272M (+$95.7M)
2.39% more ownership
Funds ownership: 74.08% → 76.47% (+2.4%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HHGA
Halbert Hargrove Global Advisors
Long Beach,
California
|
+$55.1M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
+$12.5M |
| 3 |
VWM
Venturi Wealth Management
Austin,
Texas
|
+$2.62M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.16M |
| 5 |
GRP
Global Retirement Partners
San Rafael,
California
|
+$705K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PA
PSI Advisors
Tampa,
Florida
|
-$271K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$41K |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$34.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
26
IFP Advisors
Tampa,
Florida
| $13K | +$11.5K | +351 | +949% |
|
|
PA
27
PSI Advisors
Tampa,
Florida
| – | -$271K | -8,896 | Closed |
|
|
28
UBS Group
Zurich,
Switzerland
| – | -$41K | -1,355 | Closed |
|
NTSX Hedge Fund Activity: Q3 2020 in Review
26 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Efficient Core Fund (NTSX) for Q3 2020, worth a combined $272M — up 54% from $177M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new NTSX positions and 2 closed out — a net gain of 10 holders — while 12 added to existing stakes and 1 trimmed.
The largest buyer was Halbert Hargrove Global Advisors, adding an estimated $55.1M. The largest seller was PSI Advisors, exiting entirely with an estimated $271K sold.
- 26 institutional investors held WisdomTree US Efficient Core Fund (NTSX) as of Q3 2020, up from 16 in Q2 2020.
- Funds reported $272M of WisdomTree US Efficient Core Fund stock for Q3 2020, up 54% quarter-over-quarter.
- 12 funds opened new WisdomTree US Efficient Core Fund positions in Q3 2020 and 2 closed out, a net change of +10 holders.
- The largest WisdomTree US Efficient Core Fund buyer in Q3 2020 was Halbert Hargrove Global Advisors, an estimated $55.1M added.
- The largest WisdomTree US Efficient Core Fund seller in Q3 2020 was PSI Advisors, an estimated $271K sold.
Based on aggregated 13F filings for Q3 2020.